为何印度本土科技巨头不愿大规模布局人工智能

Why Are No Indian Tech Giants Investing Big in AI? | Is India Missing the AI Revolution? | StudyIQ

为何印度本土科技巨头不愿大规模布局人工智能？印度会错失人工智能发展浪潮吗？

Did India fundamentally miss the generational Artificial Intelligence boom?

As Silicon Valley poured over $700 billion into high-end GPU infrastructure, cloud systems, and LLMs, India's legendary $250+ billion IT sector remains largely dependent on legacy service architectures and software delivery. While 87% of enterprises are adopting narrow AI workflows, a core macro question persists: Why hasn't a homegrown Indian conglomerate built an alternative to OpenAI or Google DeepMind?

印度是否从根本上错失了这一波生成式人工智能时代浪潮？

硅谷累计投入超7000亿美元，布局高端图形处理器算力集群、云基础设施与大语言模型；而印度规模超2500亿美元的老牌IT产业，整体仍高度依赖传统外包服务架构与软件交付模式。

尽管印度87%的企业都在落地专用型人工智能业务流程，但一个核心宏观问题始终无解：为何印度本土大型企业，没能打造出可对标OpenAI、谷歌深度思维的自研通用大模型？

With emerging global shifts showing a strong technology investment cycle matching data modernization, will local enterprise capital allocation transition in time to secure global tech leadership?

全球格局迎来新变化，新一轮技术投资周期与数据现代化建设同步推进，印度本土企业能否及时调整资金配置，抢占全球科技领先地位？

以下是印度网友的评论：

nikhilkumar-YT
As Jeff Bezos has said, countries make greater progress when they have access to risk capital. India still faces a shortage of risk capital, which limits innovation and entrepreneurship.

杰夫·贝佐斯曾说过，只要能获得风险投资，国家发展就能突飞猛进。但印度目前风险投资资金缺口巨大，严重束缚国内创新与创业。

LataNikam-s5u
बिना risk कॅपिटल के हमने basic language model बना लिया था विश्वविद्यालय मे PhD interview मे किसी ने देखा तक नहीं, काश मेरा काम किसी विदेशी को बेच दु तो अच्छा पैसा मिलेगा भारत मे कोई फ्री मे भी नहीं लेगा

我们大学团队没拿到一分风险投资，自主做出了基础语言模型，可博士面试的时候，根本没人关注这项成果。我真想把研究成果卖给海外机构，好歹能拿到报酬；在印度，就算免费送人，都没人愿意接手。

amanjain30
@LataNikam-s5u kesa model banaya hai ?

你们研发的是什么类型的模型？

mohammadammarbepari1612
R&D is necessary

研发投入是刚需。

adaamit
TCS Infosys Wipro aaur sari aisi companies inka ek hi rule hai 'no billing loss'
employee ki leaves cancel karo 70 ghante kaam karao

塔塔咨询、印孚瑟斯、威普罗这类印度IT企业都奉行一条铁律：绝不允许营收受损。为此取消员工休假，逼迫大家每周工作70小时。

DaivajnaSomanna
Indian companies do only consulting business

印度本土企业只会做外包咨询业务。

subhankarkonar4826
Servam AI ko share market me listing hona chahiye ham sab AI R&W me investments karna chate ha

萨尔瓦姆人工智能公司应该上市，我们普通人都想投钱参与人工智能研发。

lazzatehayat
These Indian businessmen are just brokers. They are not real value creators. Ambani's father was one real good visionary, but the kids are just brokers.

这些印度商人说白了只是中间商，根本不创造核心价值。安巴尼的父亲当年很有长远眼光，可他的后代只会做倒买倒卖的中间商生意。

harshitshrivastava2713
Dhandho mindset syndrome

满脑子只想着赚快钱的投机思维。

ajaykumardobaria4597
Not true why to blame businessman they at least generate employment, are you ready to invest in risky company ‘no’ noone in market ready to invest . This comes when market get stagnant has no return or minimum return in regular busiensses then only people will go for risk. And also when people has extra money !

这种说法不对，不能一味指责商人。至少他们创造了大量工作岗位。试问普通人愿意投高风险初创公司吗？没人愿意。只有传统行业收益微薄、市场停滞，并且民众手里有闲置资金时，大家才会愿意承担投资风险。

harshitshrivastava2713
@ajaykumardobaria4597 we can have opinion on anyone n can criticize anyone

每个人都有发表看法、批评他人的权利。

rai9142
"Caste hierarchies reward birth over merit—and innovation needs merit. Until talent matters more than status, progress stays capped."

种姓体系看重出身，而非个人能力，但创新恰恰依靠真才实学。只要身份地位凌驾于才干之上，国家发展就会遇到天花板。

ashwaniverma6523
रोते रहना...try to put blame on others. Good strategy.

只会不停抱怨，凡事都甩锅给别人，倒是一套小聪明。

finsaver9756
and people praising TCS in actually it is expert in conversation services

还有不少人吹捧塔塔咨询，但这家公司说白了只擅长做低端外包客服业务。

Anurag_V5
Duniya me nahi sarvam. India ke liye beheter haih. Duniya ke liye haih unka Ai already

萨尔瓦姆AI算不上全球顶尖，只适合印度本土市场，海外早就有成熟的同类人工智能产品。

praveenmawai
Start campaign for Indian AI start up

发起扶持印度本土人工智能初创企业的宣传行动。

zonaso123
I think these giants should support companies like Sarvam and Trijna Labs

我认为大型企业应当扶持萨尔瓦姆、特里吉纳实验室这类本土AI初创公司。

MsRanjankumarsingh
Risk capital comes after first wave of gravity defying entrepreneurship

只有第一批敢突破常规的创业企业做出成绩后，风险资本才会陆续入场。

BJCR4HVJR4-sc8xj
Tax them heavily then invest into direct infra for ai development and research

对大企业征收高额税款，把资金直接投入人工智能研发配套基础设施建设。

BuraTohNhi
Little knowledge is a dangerous thing

一知半解最容易误事。

airtellfriendz
Pvt sector ne desh ka theka thode hi liya hai. GoI , state govs kya kar rahi hain?

私营企业并非包揽国家全部产业，中央和各邦政府又在做什么实事？

SubratRoutF
private corporate mazduro se hi sarkari babuon ka salary jata tha ab bichara govt bhi kya kare

私营企业的税收养活一众公职人员，政府也有自身难处，实在没办法。

cidnet
Because USA have Iron man
And india have Lord

美国有大批敢于深耕硬核科技的企业家，印度却只有一心追逐地产能源垄断财富的财阀。

Green_Earth6233
We Have Too much Of coaching

我们国家到处都是应试培训机构，没人深耕前沿技术研发。

lhxperimental
OpenClaw is not a model

OpenClaw根本算不上完整大模型。

pranabesbhunia5042
AI token ki bohut jyada price ke liye bohut sare company iska afford nhi kar payega, AI Sach me kaam ki hai lekin price itna jada hai ki woha se AI company ko kitna fayda hoga wohi samajhna muskil hai

AI算力代币定价太高，大量中小企业根本承担不起。AI确实实用，但高昂成本让行业很难赚到利润。

kuntal1501
R&d doesn't exst in any sector in India because of its cost. Just copy or import either. .

印度所有行业都不愿花钱搞研发，只会抄袭或者直接进口海外技术。

VishalkumarDas-j3p
Whether it's us or europe or indian company all perceives indian popular just as money making Machine. They only care about profits. They also showcase philanthropy just to overcome taxes

不管是欧美企业还是印度本土企业，都只把印度市场当成捞钱工具，眼里只有利润。所谓慈善公益，也只是用来合理避税的手段。

mountainzenith-v1q3j
एक तरफ वो भारत है जहां भुखमरी है पढाई करने को पैसा नहीं है अर्थिक तंगी से घर का बुरा हाल है

एक तरफ वो भारत है जहां आर्टिफिशियल इंटेलिजेंस ब्रांडेड चीजों की बात हो रही है

यही विडम्बना है देश की

一边是大量民众吃不饱、没钱上学，家家户户经济拮据；一边大家却在讨论高端人工智能产业。这就是我们国家最讽刺的现状。

bhootbangla5404
Bhai bhukhmari aur padhai ke paise nhi hone wali cheez se koi desh untouched nhi hai. America me aaj bhi 40% log ke paas ghar nhi hai na rent lene ki situation me hai wo log. Higher study ke liye har baache ko loan lena padta hai aur aadhe bacche uss mortgage ko chuka nhi paa rhe hai.

没有哪个国家能完全杜绝贫困、教育资金短缺的问题。现在美国依旧有四成民众无自有住房，连房租都压力巨大。学生深造必须贷款，一半人一辈子都还不清助学贷款。

mountainzenith-v1q3j
@bhootbangla5404 but America financial situation is far better than india

但美国整体经济实力远强于印度。

Urmil909
छोड़ो फिर AI वगैरह, और 100 साल बाद फिर AI की कमी से गुलाम बन जाओ

先别提人工智能了，再过一百年，我们还会因为AI技术落后受制于他国。

gauravsrivastava1977
sach hai ki sabko pesa banana hai ultimately toh jab pesa ban hi Raha hai toh is type ke innovation me ambani adani etc kyu ghuse? Koi bhi kyu ghuse jab pesa chize already sahi chal rahi hai unki....unki jagah hum log hote toh hum log bhi yahi karte..

所有人做生意最终都是为了赚钱，现有生意稳定盈利，安巴尼、阿达尼这类巨头自然不会冒险投入创新。换作是我们，也会做出一样的选择。

SHREYASHPANDEY-c2x
SARVAM AI is completely maded and trained by CHATGPT

萨尔瓦姆AI完全依靠ChatGPT搭建、完成训练。

nirupam_das_97
They are businessmen not entrepreneurs..

他们只是商人，算不上真正的创新创业者。

arunachalpradesh399
the problem is chip, which america dominates. without chips you cannot make big AI models like chat gpt, you need billions of investment. imagine if there is fuel & battery crysis, than why car manufacturer will make cars?.

核心难题是芯片技术被美国垄断。缺少高端芯片，根本没法搭建ChatGPT这类大型AI模型，研发需要百亿级投入。就像如果燃油、电池全面紧缺，车企自然不会大规模造车。

ajaykumardobaria4597
Look at our businessman they are so aged no risk appetite! They are in position just because they know how to push employees and show number is balance sheet. Only adani has risk appetite they are comparatively new. Its problem with market. No one is ready to invest in risk business

印度国内老牌企业家年纪大，完全不愿承担风险。他们只会压榨员工、美化财务报表。只有阿达尼集团敢冒险，毕竟起步时间晚。整个市场环境都有问题，没人愿意投资高风险创新项目。

shivkumaraggarwal9508
In India most of the persons are corrupt. So it becomes difficult to get funding from investors.

印度贪腐现象普遍，投资者不敢轻易投放资金。

hirenkumar8868
Hum to idhar ka maal udher bechenge aur commision leke paisa kamayenge

大家都只想倒卖货物赚取佣金，没人愿意踏踏实实做技术研发。

Goku1234-r5g
RnD karegra to 5000 cr ki shaadi kaise karega

要是把钱投去搞研发，哪里还有资金办几千亿卢比的奢华婚礼。

navneetkhare200
Indian IT is dead...no innovation

印度IT行业已经失去活力，完全没有创新。

missilelot5531
वेद में सारा innovation लिखा हुआ है।。

所有前沿创新技术，古老吠陀经典里早就记载过了。

deathsoon.111
Abhe it service sector mai indian bhout age hai , robotics and r&d per bss jada focused kerna padega

印度外包服务业发展成熟，但必须把重心转向机器人技术和自主研发。

vivekkumar41-v5p
India me ak sunglasses sahi nahi bana sakte hey, AI kya khaak banayege.

我们连合格的太阳镜都造不出来，谈什么自研人工智能。

ajaykumardobaria4597
Ab jisne life me job k alava kuch nhi kiya ya fir ye youruber batayenge billionaires ko kese business krna he ?

一辈子只打过工的普通人，有什么资格指点亿万富豪怎么做生意？

Manoj8641
Indian IT कंपनी केवल ठेकेदारी करती है। इनको कंपनी भी नहीं कहना चाहिए, ये ठेकेदार है क्यूंकि यहाँ सस्ते में पढ़े लिखे लेबर मिल जाते हैं जिनका इन ठेकेदारों ने खूब फायदा उठाया, इसलिये इनकी ठेकेदारी चल गई है।

印度IT企业只会做外包转包，根本不配称作科技公司。他们只是中间商，依靠国内廉价知识劳工牟利，外包生意才得以维持。

LataNikam-s5u
हमारा it सेक्टर बिलकुल सही कर रहा है भारत मे rnd की कोई इज्जत नहीं है

印度IT行业的选择无可厚非，国内根本不重视研发工作。

Anurag_V5
Mujhe farak nahi padta I'm leaving india. Waise bhi ek ai me thik karegege toh baki 999 indian problems baki rahege jo 100 saal lege

我已经无所谓了，准备离开印度。就算把AI产业发展好，国内还有上千件民生难题，一百年都解决不完。

nomadvas
Bhai aaj kal immigration policy bohat unfavorable hai indian k liye

如今各国移民政策对印度人越来越不友好。

fashionworldnayasaraibazar6299
Do you even understand what is Synthetic Data??
It is like plastic, rexn, carbonated drinks, fibre boards, imitation jewellery, etc
American economy is a synthetic economy, thats the reason they are creating synthetic data
India is an authentic organic economy

你真的懂什么是合成数据吗？

合成数据就像塑料、人造革、碳酸饮料、纤维板材、仿首饰这类人造替代品。

美国经济依靠人造替代品发展，所以才大力研发合成数据。

印度是依托原生实体产业的实体经济。

JayeshYeole-g8w
भारत के सभी आईटी कम्पनिया चोर है

印度所有IT企业都只会窃取海外技术。